Online Professional Diploma in Wealth Management

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    Overview

    Highlights:

    • The one-year NMIMS Diploma course in Wealth Management caters to an updated curriculum based on industry insights, focusing on the Asian market
    • The program aims to advance the learning of aspiring wealth managers as they get a chance to learn from experienced faculties of IIM and IIT
    • The course structure provides wealth management certifications and follows modules of interactive sessions with hands-on-experience that enables students to master relevant skills 
    • Working professionals can get deep insights into wealth management through academic exposure

     

    Outcomes:

    • Develop professional competency to pursue a successful career in wealth management
    • Students get a deeper understanding of financial goals and wealth planning for clients
    • Master skills to innovate financial products as per financial market trends
    • Students learn to develop effective investment policy and manage portfolios
    • The wealth management course assists to develop quantitative skills required for portfolio designing

    Program Structure

    Semester 1

    Modules
    Building Blocks to Managing Wealth
    Financial Statement Analysis
    Quantitative Methods for Investment Analysis
    Business Economics

    Semester 2

    Modules
    Wealth Expansion and Development
    Alternative Investing and Derivatives
    Portfolio Management
    Project

    Career Options

    The online Wealth Management diploma course is an Avant-grade program for professionals who want to boost their career in wealth managerial roles. Some of the career opportunities on completion of the program are:

    • Wealth Manager

    The job description of a wealth manager is to evaluate portfolios and in turn, advise clients on various financial investment decisions

    • Financial Planner

    The basic job responsibility of a financial planner is to advise clients to achieve financial goals and objectives, as well as increase their earnings

    • Investment Manager

    Provide organization/clients with sound investment decisions based on financial instruments like trusts, stocks, bonds, and shares

    • Financial Consultant

    Provide customers with effective financial strategies and relevant planning for retirement, education, taxes, investment, etc.

    • Fund Managers

    Responsibilities include managing funds, stocks, bonds, securities and creating portfolios as per the company’s requirement

    Eligibility & Program Fee

    • Bachelor’s Degree in any discipline from recognized University or equivalent degree recognized by AIUOR
    • H.S.C plus preferably 2 years of work experienceOR
    • S.S.C plus 3 years of Diploma recognized by AICTE and preferably 2 years of work experience

     

    • An initial amount of Rs. 5,000/- from the program fee will be collected at the time of registration.
    • The University offers special incentives to our armed forces with a 20% concession on the program fee.
    • The above-mentioned fee structure is subject to change at the discretion of the University. Any payment made via Demand Draft should be made in favour of “SVKM’s NMIMS” payable at Mumbai.
    • In addition, Students need to pay an examination fee of Rs 600/- per subject.
    • Now avail loan facility to pay fees for the Program even without a credit card.
    • EMI Facility (3, 6, 9, 12 months) available via credit cards of the following banks: HDFC Bank, ICICI Bank, Axis Bank, Citi Bank, Standard Chartered Bank, HSBC Bank, Kotak Mahindra Bank.